IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

John Hancock Investors TR (JHI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Shaker Financial Services, LLC
INCREASED
Shares148,070 from 131,272
Change+16,798 (+13%)
Value$1.8M (+$80.1K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares121,083 from 121,797
Change-714 (-1%)
Value$1.5M (-$127.0K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares100,553 from 95,077
Change+5,476 (+6%)
Value$1.2M (-$24.6K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares62,237 from 10,321
Change+51,916 (+503%)
Value$768.6K (+$631.2K)
Filed 2026-10-13
Riverbridge Partners LLC
INCREASED
Shares50,614 from 49,133
Change+1,481 (+3%)
Value$625.1K (-$29.4K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
UNCHANGED
Shares41,477 from 41,477
Change0 (0%)
Value$512.2K (-$40.2K)
Filed 2026-10-28
Aviance Capital Partners, LLC
DECREASED
Shares36,307 from 36,714
Change-407 (-1%)
Value$448.4K (-$40.6K)
Filed 2026-10-29
Philadelphia Trust Co
UNCHANGED
Shares23,713 from 23,713
Change0 (0%)
Value$293.0K (-$23.0K)
Filed 2026-11-05
Hoertkorn Richard Charles
INCREASED
Shares17,000 from 14,000
Change+3,000 (+21%)
Value$210.0K (+$23.5K)
Filed 2026-11-04
Noble Wealth Management PBC
DECREASED
Shares15,750 from 18,850
Change-3,100 (-16%)
Value$194.5K (-$56.6K)
Filed 2026-10-01
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares10,027 from 10,027
Change0 (0%)
Value$124.0K (-$10.0K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares2,468 from 2,409
Change+59 (+2%)
Value$30.5K (-$1.6K)
Filed 2026-10-16
Highline Wealth Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.7K (-$291)
Filed 2026-10-19
Wolverine Asset Management LLC
CLOSED
Shares0 from 13,613
Change-13,613 (-100%)
Value$0 (-$181.3K)
Filed 2026-11-02
Hoey Investments, Inc
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-29
SIT Investment Associates Inc
N/A
Shares— from 781,653
Change-781,653 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 700,662
Change-700,662 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 231,613
Change-231,613 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 157,801
Change-157,801 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 137,100
Change-137,100 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 127,281
Change-127,281 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 104,254
Change-104,254 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 73,973
Change-73,973 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,953
Change-45,953 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,554
Change-32,554 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,745
Change-30,745 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 28,109
Change-28,109 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 23,927
Change-23,927 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 23,618
Change-23,618 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 23,191
Change-23,191 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 18,029
Change-18,029 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,190
Change-13,190 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 11,969
Change-11,969 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,931
Change-9,931 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
Shaker Financial Services, LLC
INCREASED148,070131,272+16,798+13%$1.7M$1.8M+$80.1K2026-10-14
Capital Investment Advisors, LLC
DECREASED121,083121,797-714-1%$1.6M$1.5M-$127.0K2026-10-22
LPL Financial LLC
INCREASED100,55395,077+5,476+6%$1.3M$1.2M-$24.6K2026-11-06
Hennion & Walsh Asset Management, Inc.
INCREASED62,23710,321+51,916+503%$137.5K$768.6K+$631.2K2026-10-13
Riverbridge Partners LLC
INCREASED50,61449,133+1,481+3%$654.5K$625.1K-$29.4K2026-11-05
Morey & Quinn Wealth Partners, LLC
UNCHANGED41,47741,47700%$552.5K$512.2K-$40.2K2026-10-28
Aviance Capital Partners, LLC
DECREASED36,30736,714-407-1%$489.0K$448.4K-$40.6K2026-10-29
Philadelphia Trust Co
UNCHANGED23,71323,71300%$316.0K$293.0K-$23.0K2026-11-05
Hoertkorn Richard Charles
INCREASED17,00014,000+3,000+21%$186.5K$210.0K+$23.5K2026-11-04
Noble Wealth Management PBC
DECREASED15,75018,850-3,100-16%$251.1K$194.5K-$56.6K2026-10-01
Cambridge Investment Research Advisors, Inc.
UNCHANGED10,02710,02700%$134.0K$124.0K-$10.0K2026-11-02
IFP Advisors, Inc
INCREASED2,4682,409+59+2%$32.1K$30.5K-$1.6K2026-10-16
Highline Wealth Partners LLC
UNCHANGED30030000%$4.0K$3.7K-$2912026-10-19
Wolverine Asset Management LLC
CLOSED013,613-13,613-100%$181.3K$0-$181.3K2026-11-02
Hoey Investments, Inc
CLOSED0222-222-100%$3.0K$0-$3.0K2026-10-29
SIT Investment Associates Inc
N/A—781,653-781,653-100%$10.4M———
1607 Capital Partners, LLC
N/A—700,662-700,662-100%$9.3M———
Advisors Asset Management, Inc.
N/A—231,613-231,613-100%$3.1M———
Guggenheim Capital LLC
N/A—157,801-157,801-100%$2.1M———
Morgan Stanley
N/A—137,100-137,100-100%$1.8M———
Invesco Ltd.
N/A—127,281-127,281-100%$1.7M———
Osaic Holdings, Inc.
N/A—104,254-104,254-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—73,973-73,973-100%$985.3K———
Stratos Wealth Partners, Ltd.
N/A—45,953-45,953-100%$612.1K———
NewEdge Advisors, LLC
N/A—32,554-32,554-100%$433.6K———
Bank of America Corp
N/A—30,745-30,745-100%$409.5K———
Robinson Capital Management, LLC
N/A—28,109-28,109-100%$374.4K———
Cohen & Steers, Inc.
N/A—23,927-23,927-100%$319.0K———
Ameriprise Financial Inc
N/A—23,618-23,618-100%$314.6K———
World Investment Advisors
N/A—23,191-23,191-100%$299.4K———
Invictus Private Wealth, LLC
N/A—18,029-18,029-100%$240.1K———
UBS Group AG
N/A—13,190-13,190-100%$175.7K———
Logan Stone Capital, LLC
N/A—11,969-11,969-100%$159.4K———
Wells Fargo & Company
N/A—9,931-9,931-100%$132.3K———
Royal Bank of Canada
N/A—7,191-7,191-100%$96.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,250-3,250-100%$43.3K———
SHP Wealth Management
N/A—1,007-1,007-100%$13.4K———
Smartleaf Asset Management LLC
N/A—26-26-100%$346———
Showing 38 of 38 institutions